AI-POWERED PROSPECT RESEARCH & SALES PREPARATION

Know Your Prospect.
Make Every Conversation Count.

SalesPlan researches your prospect and their company, then creates a personalized sales brief with relevant insights, talking points, and potential opportunities tailored to your business.

Spend less time researching, ask better questions, and approach every conversation with confidence.

Register free. Get 10 reportsView a sampleBook a Live Demo

No card required. See the steps ↗

SalesPlanSample

YOUR QUICK BRIEF

Jordan Lee

Head of Sales · Harbor Systems

01

Find an opening

A shared experience leading growing sales teams.

02

Ask a better question

“What helps your team show up informed without sounding scripted?”

03

Know your next step

Explore a specific use case before proposing a trial.

Illustrative sample · fictional people and companies

Explore the sample brief ↗

SALESPLAN AT A GLANCE

From research to a more useful sales conversation.

01

What it is

A personalized PDF sales brief for an introductory conversation or a follow up.

02

Who it’s for

Salespeople, business owners, consultants and teams who want to prepare for a prospect or customer conversation.

03

How it works

SalesPlan researches the person and company, then organizes and interprets the findings around your offering and any background or previous conversations you provide.

04

What it does

Turns that information into relevant talking points, possible common ground, useful questions and draft opening language.

05

Benefits

Save preparation time, build stronger connections and identify opportunities that can lead to better sales results.

How it works. From registration to your first report
  1. Register and verify. Register free, then request and enter an email code on the report form. No password is needed.
  2. Describe what you offer. Enter your product or service. Add optional context about earlier contact, priorities or questions.
  3. Choose the two people. Search for and select the seller and buyer. Your verified customer account pays, regardless of who you select.
  4. Generate and download. Review the PDF before using its suggestions. Reports usually take about a minute, though research can take longer.
Prepare your report ↗Full help guide

START WITH YOUR NEXT CONVERSATION

Your first 10 reports are free.

Try it on a real conversation you want to prepare for.

Just your contact details. No password or payment information required.

Need more later? $0.50 per report, with optional refills:

  • 20 reports for $10
  • 40 reports for $20
  • 80 reports for $40

One free trial per customer. Terms & pricing ↗

Company bulk rates: salesplan@recapito.io.

After registering, verify your email on the report form to use your trial credit. Add more report credit whenever you need it.

Rewards & feedback

Optional extras for customers. Full terms and eligibility.

Suggest an improvement

An improvement suggestion we review and adopt earns $5 credit for 10 reports, added manually after approval.

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